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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,852 | $106,749-32.7% | $145,433-50.6% | $82,448-12.9% |
| Participation rate | 62.1% | 75.6%-13.6pp | 82.1%-20.1pp | 68.1%-6.0pp |
| Annual return | 19.22% | 27.59%-8.4pp | 66.58%-47.4pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,545 | $3,444-55.2% | $4,554-66.1% | $2,551-39.4% |
| Participant deferral / active EE | $1,926 | $6,519-70.5% | $7,897-75.6% | $4,139-53.5% |
| Admin fee / account holder | $2,922 | $8,390-65.2% | $13,129-77.7% | $7,234-59.6% |